profiles. Manage inquiries, process sales orders using Pastel software, and provide timely and accurate quotes documentation, and record-keeping Familiarity with Pastel software for sales order processing is advantageous
profiles. Manage inquiries, process sales orders using Pastel software, and provide timely and accurate quotes documentation, and record-keeping Familiarity with Pastel software for sales order processing is advantageous
The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Managers and Financial Planning Partner on planning tools XPlan Wealth Maps (client repots) draft record of Advice in preparation for the Partner to finalize for clients. Complete preparation of (IWP) to a level where the Financial Planning Partner or Business Development Manager can take over the
The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Managers and Financial Planning Partner on planning tools XPlan Wealth Maps (client repots) draft record of Advice in preparation for the Partner to finalize for clients. Complete preparation of (IWP) to a level where the Financial Planning Partner or Business Development Manager can take over the
solutions to clients in conjunction with the company Partner Analyse and identify Life and Short-Term Insurance client bases of their panel of financial planning partner's practice Prepare comprehensive advice documents Planning (in conjunction with the Company Fiduciary partners) and Business Assurance Implement the agreed solution insurance leads from the company's financial planning partners On receipt of the client's consent, refer these on the success and implementation of client and partner focused initiatives Adhere to the culture and principles
solutions to clients in conjunction with the company Partner Analyse and identify Life and Short-Term Insurance client bases of their panel of financial planning partner's practice Prepare comprehensive advice documents Planning (in conjunction with the Company Fiduciary partners) and Business Assurance Implement the agreed solution insurance leads from the company's financial planning partners On receipt of the client's consent, refer these on the success and implementation of client and partner focused initiatives Adhere to the culture and principles
solutions to clients in conjunction with the company Partner Analyse and identify Life and Short-Term Insurance client bases of their panel of financial planning partner's practice Prepare comprehensive advice documents Planning (in conjunction with the Company Fiduciary partners) and Business Assurance Implement the agreed solution insurance leads from the company's financial planning partners On receipt of the client's consent, refer these on the success and implementation of client and partner focused initiatives Adhere to the culture and principles
solutions to clients in conjunction with the company Partner Analyse and identify Life and Short-Term Insurance client bases of their panel of financial planning partner's practice Prepare comprehensive advice documents Planning (in conjunction with the Company Fiduciary partners) and Business Assurance Implement the agreed solution insurance leads from the company's financial planning partners On receipt of the client's consent, refer these on the success and implementation of client and partner focused initiatives Adhere to the culture and principles
Africa in conjunction with Trade Lane & global partners. Managing, implementing and coordinating new business BD Commercial, Trade Lane and our International partners Act as liaison and communicate with foreign and received from Trade Lane and/or our international partners, updating of the global target accounts Main activities
Africa in conjunction with Trade Lane & global partners. Managing, implementing and coordinating new business BD Commercial, Trade Lane and our International partners Act as liaison and communicate with foreign and received from Trade Lane and/or our international partners, updating of the global target accounts Main activities